See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $118,818 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $55,615 |
SYNOVUS TRUST COMPANY10+ years Service code 27 · EIN 58-6132179 P.O. BOX 120 · COLUMBUS, GA 31902 | Advisory (Plan) | $44,359 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 2222 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $43,176 |
DANIELS, IRWIN & AYLOR1 year Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 37115 | Accounting | $12,175 |
MUTUAL FUNDS2 years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,089 | $241,101-80.9% | $103,333-55.4% | $199,593-76.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.86% | 17.80%-7.9pp | 24.88%-15.0pp | 34.25%-24.4pp |
| Employer contribution / active EE | $3,318 | $4,244-21.8% | $3,868-14.2% | $3,034+9.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $149 | $288-48.4% | $8,355-98.2% | $269-44.8% |